Job location: Commerce TAMUC

Employment Type: Full-time
Posted data: 2021-05-17
Req: R-038048
Job Title

Development Officer III

Agency

Texas A&M University - Commerce

Department

Vice President Of Institutional Advancement

Proposed Minimum Salary

Commensurate

Job Location

Commerce, Texas

Job Type

Staff

Job Description

INSTRUCTIONS TO APPLICANT:

During the application process you have one opportunity to upload documents as a combined PDF. The page “My Experience” has an area provided under Resume/CV to drop or upload the file.

This one combined PDF must include:

• Cover Letter
• Resume/CV
• Three professional references with complete contact information (Unsolicited letters of recommendation will not be considered).
• Transcripts – If required for the position (Unofficial will be accepted with application. Official transcripts are required at time of verbal offer).
  If transcripts are from an international institution, it is the responsibility of the prospective faculty member to have the transcripts translated and evaluated by an approved credential evaluator.

All documents must be electronically submitted through the Texas A&M Online Employment Services website to be considered. Incomplete or improperly submitted applications may be excluded from consideration.

SUMMARY:

The Development Officer III is a frontline fundraising position, responsible for managing a portfolio of 75+ major and planned gift current and prospective donors. In concert with senior team members, serve as resource for the division’s Gift Planning program providing counsel on trends, techniques and complex gift situations. The primary focus of this position will be to cultivate relationships with alumni and friends of the University to actively solicit major outright and deferred gifts to the University, its schools and its programs, in alignment with the University’s strategic plan.

DUTIES & RESPONSIBILITIES:

75% - Major and Planned Gift Solicitation

• Identifies, cultivates, solicits and stewards major and planned gift prospects in collaboration with the Director(s) of Philanthropy, Deans, faculty and senior Philanthropy and Engagement team.
• Builds and maintains strong collaborative relationships and partnerships with individuals both within and external to, the University community.
• Tenaciously pursues major and planned gift fundraising initiatives and ensures appropriate recognition.
• In collaboration with philanthropy operations, performs research regarding individuals’ giving capacity, interests and giving history.
• Updates actions, visits, opportunities, communication and moves management in Raisers edge.
• Collaborates with faculty and other campus partners to assist in the research and development of appropriate fundraising proposals.
• Achieves performance goals, as outlined in the departmental plan and by the Sr. Director of Principal Giving.
• Regularly attends and participates in university-wide functions and alumni events.

25% - Gift Planning Program Management

• Manages key components of Gift Planning program and coordinates with senior team members to ensure planned giving goals and initiatives outlined in the division’s strategic plan remain top of mind and on course.
• Provides insight and input on planned giving marketing initiatives.
• Works with colleagues to incorporate Gift Planning into events, convenings, and other opportunities for donor engagement and donor connection.
• Seeks to build strong relationships with members of the estate planning professional community.
• Serves as a partner to other fundraisers and campus partners on Gift Planning tools/techniques/trends, as well as planned gift solicitation strategies and proposals.
• Works closely with philanthropy operations to develop strategies for stewardship of planned gift donors.
• Provides insight and input to ensure that technology and data are leveraged appropriately for planned gifts.
• Maintains a schedule of professional training in the areas of estate planning and gift planning program trends.
• Works with senior team members to monitor estate proceedings to ensure TAMU-C’s interests are protected.

• Creates review process for University-owned life insurance portfolios to assess status and schedule.

MINIMUM REQUIREMENTS:

• Education: Bachelor’s degree in applicable field or equivalent combination of education and experience.
• Experience: Four (4) years of professional work experience. Demonstrated relationship management experience and success in planned or major gift fundraising, finance, law, estate planning or related environment.
• Knowledge/Skills:. Exceptional interpersonal skills, ability to interact effectively with major and planned gift prospects, fundraising colleagues, academic leaders, faculty, alumni and volunteers. Excellent oral and written communication. Ability to understand and articulate the University’s education mission, strategic aims and programs. Knowledge of word processing, spreadsheet, and database applications. A high degree of confidentiality and discretion is expected, as well as superior personal initiative. A learning orientation that is focused on participating in and building a continuous improvement and learning culture. Working knowledge of charitable gift planning.
• Ability to: Ability to execute actionable fundraising strategies; to analyze and present clear information; to work independently and cooperatively with others; and, to manage multiple projects simultaneously.
• Licensing/Professional Certifications: Valid Driver’s license.
• Physical Requirements: None
• Other Requirements: Frequent travel averaging about 50% of time spent out of the office. Travel may include air and overnight stays.

PREFERRED EDUCATION / SKILLS/ EXPERIENCE:

Three+ years of proven direct and successful fundraising experience; Higher Education experience preferred. Proven experience as a financial planner, trust officer or estate planning attorney. Knowledge regarding the legal and tax implications at the federal and state level of planned gifts. Familiarity with area estate planning professional community.

SUPERVISION OF OTHERS:

None

All positions are security-sensitive. Applicants are subject to a criminal history investigation, and employment is contingent upon the institution’s verification of credentials and/or other information required by the institution’s procedures, including the completion of the criminal history check.

Equal Opportunity/Affirmative Action/Veterans/Disability Employer committed to diversity.